MFTFX vs. FBALX

In the year-to-date period, MFTFX achieves a -10.00% return, which is significantly lower than FBALX's -2.20% return. Over the past 10 years, MFTFX has underperformed FBALX with an annualized return of 3.05%, while FBALX has yielded a comparatively higher 4.35% annualized return.

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MFTFX has a 1.54% expense ratio, which is higher than FBALX's 0.51% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Arrow Managed Futures Stragegy Fund (MFTFX) and Fidelity Balanced Fund (FBALX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current MFTFX Sharpe Ratio is -1.03, which is lower than the FBALX Sharpe Ratio of 0.43. The chart below compares the historical Sharpe Ratios of MFTFX and FBALX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MFTFX has not paid dividends to shareholders, while FBALX's dividend yield for the trailing twelve months is around 1.88%.

The maximum MFTFX drawdown since its inception was -35.70%, smaller than the maximum FBALX drawdown of -42.81%. Use the drawdown chart below to compare losses from any high point for MFTFX and FBALX. For additional features, visit the drawdowns tool.

The current volatility for Arrow Managed Futures Stragegy Fund (MFTFX) is 6.76%, while Fidelity Balanced Fund (FBALX) has a volatility of 8.21%. This indicates that MFTFX experiences smaller price fluctuations and is considered to be less risky than FBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.